Creating Templates in Voyager

Voyager Cataloging
              Templates Workshop

Xinkai Kong

Asst. Cat. Magnt. Librarian

Catalog Dept., Sterling Memorial Library

Yale University

Functionality of Voyager Cataloging Templates

  • A Voyager cataloging template allows you to use a MARC record with constant data that is pre-defined in order to create new records easily.

Voyager Supplied Templates

  • Before you can create a record, there must be at least one template in the template directory in the Voyager directory.
  • Voyager provides you with three templates:

                                    bib.tem

                                    auth.tem

                                    hold.tem

  • These templates should not be deleted.

Yale Cataloging Added Templates

  • Yale Cataloging Implementation Team has created and distributed a set of 7 templates for bib records.
  • The 7 templates are for different formats.
  • All 7 templates are in the folder named C:\Voyager\Catalog\Template\ preliminary record templates.

How to create new templates

Creating new templates

  1. Click File on the menu bar.
  2. Put cursor on Template. At the right side after the right arrow, you will see two sub-options: New... and Edit....
  3. Click New... to create a template from scratch.
  4. A small window titled Create a New Record will pop up. Select Bibliographic as the record type, and click OK
  1. You will get a very brief bib MARC record, with only a 245 field.  Edit the record to make it a template for your purpose.
  1. After you have finished editing, click File on the menu bar.
  2. Click Save As...
  3. The default directory of your template file should be in C:\Voyager\Catalog\Template\. If not, find the directory.
  1. To save your template directly in this folder, give your template a name and click Save.
  2. If you need to create a few templates, it is better that you create a folder in Template and save all your templates in the folder.  To do this,
    • in the Select Bibliographic Template dialogue box, click the yellow folder icon with star on the bar under the title bar of the dialogue box.
    • Type in the folder name and click Open.
    • Give your template a name and click Save

Editing existing templates

  1. Click File on the menu bar.
  2. Put cursor on Template. At the right side after the right arrow, you will see two sub-options: New... and Edit....
  3. Click Edit... to edit an exiting template.
  4. The dialogue box Open Template File will pop up.
  1. Select your template file and click Open.
  2. Edit your template file.
  3. Click Save icon on the tool bar of cataloging module.
  4. You will get a pop up message titled Template updated. Click OK.

How to use templates?

Selecting a template, editing, and saving into Orbis

  1. Click Open icon on the tool bar of cataloging module.
  2. A dialogue window titled Select Work File will pop up.
  3. Change the Files of type to All (*.*).
  4. Select the appropriate directory to find your template file.
  1. Click your template file. Click Open.
  2. A small window titled Select work record will pop up. Click OK to open the template record.
  3. Edit the record to make it a bib record.
  4. Under File on the menu bar, click Save As and save to a work file.
  5. Click Save to DB icon on the tool bar of the cataloging module.

Setting a template as the default (1)

  1. Click Options on the menu bar.
  2. Select Preferences.
  3. The window Session Defaults and Preferences will pop up.
  4. Click the tab Folders/Files.
  5. Under Templates, click the ... box at the end of Bib directory.
  6. A window Select Bibliographic Template will pop up.

Setting a template as the default (2)

  1. Select the appropriate directory to find your template file.
  2. Click the template file to be set as default.
  3. Click Open on the Select Bibliographic Template window.
  4. Click OK on the Session Defaults and Preferences window.
  5. You will get a pop up message Template updated. Click OK.

Using the default template to create bib records

  1. Click New icon on the tool bar of the cataloging module.
  2. Edit the template to create a bib record.
  3. Click Save to DB to save the bib record in Orbis. 

How to delete templates

  1. Click File on the menu bar.
  2. Select Template, Edit.
  3. Select the template you want to delete and click OK. The template you selected displays.
  4. From the File menu, select Template, Delete and respond to the confirmation message.
  5. Click OK to delete the selected template, or click Cancel to close the dialog without deleting the selected template.